What is a “Smart Link”? Smart Link is a feature that allows you to add clickable links to your email templates and automatically tag the contacts who click on them. This helps you track customer interests without manual effort. How Does It Work? With the Smart Link feature, you can…

You can now easily track how long your sales opportunities stay in each stage in TeamGram CRM. This allows you to quickly identify situations where an opportunity has stayed in a particular stage longer than expected. Stuck Opportunity Color Codes A stuck threshold has been set for each stage. The…

Automation in TeamGram CRM Do you want to make your business processes more efficient, get rid of the burden of repetitive tasks and take immediate action at important moments? TeamGram CRM’s new Automation feature is here to simplify and speed up your workflows! Automations automate your processes based on trigger…

You can define more than one price for your products with the “Price Categories” feature of TeamGram CRM. For example; You can enter both “Customer” and “Dealer” prices for a product. Moreover, if you wish, you can expand the product price options for different currencies. From the TeamGram top menu,…

The use of “Special Keywords” in TeamGram CRM allows you to enter data seamlessly and quickly in multiple fields. This feature provides easy access to all information stored in TeamGram CRM, eliminating the need to repeatedly enter the same information. Areas of Use for Special Keywords Quote Templates You can…

Foreword You can use TeamGram Webhooks to be notified when a create/update/delete event occurs for records. Whenever a create, update, or delete event occurs within TeamGram we send the record as a JSON to a web end-point you provide. You can use TeamGram API to create/update/delete records. Access You can…

Purpose By keeping documents in the cloud; you may easily share files, update documents and provide access any information anytime,anywhere Process Stages for file management system Cloud-based file management system preference (Google Drive / Microsoft OneDrive) Transferring documents to the decided file management system User account (each TeamGram user) for…

As a sales management tool TeamGram ensures that the information that companies need is accessible anywhere and from any device, while also paying attention to the fact that the information is relevant and easy to understand. Sales Targets are one of the most important needs of sales management in this…

TeamGram gives you easy access to many details about your company’s sales management. You can customize the standard graphics and report screens under “Dashboard” in the TeamGram menu. When you want to see all the details about your company at a glance, just the information about sales or order may…

While creating a proposal, you may want to apply a special discount to your products or specific customers. In this case, TeamGram “Discount Campaigns” feature will help you. You can create your “Discount Campaigns” in three different ways. 1- Defining a discount campaign according to “Product Categories” You can use…